Menon Bearings Limited has informed the Exchange about Investor Presentation
MENONBE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Menon Bearings reported strong Q1FY26 results with consolidated revenue of Rs 67.90 Cr, up 16.75% YoY, driven by growth in the Bimetal and Alkop divisions. EBITDA rose 22.19% YoY to Rs 13.60 Cr with margin expanding 89 bps to 20.04%, while PAT jumped 36.91% YoY to Rs 8.43 Cr. The company has a robust order book of Rs 90 Cr+ and a pipeline of Rs 100+ Cr to be brought under production over the next 2 years. Management is targeting Alkop revenue to scale from Rs 40 Cr currently to Rs 120 Cr by FY27, with the EV segment expected to contribute 8-10% of Alkop. Capex of Rs 19.55 Cr for Bi-Metal division is complete, while Rs 12.50 Cr is ongoing for Alkop expansion (expected by Q2FY26). The company supplies to Tesla (via Concentric) and Porsche E-Mobility (via Eaton), and exports to over 24 countries with plans to grow exports to 40% of revenue by FY27 from ~30% currently.
Positive: Strong margin expansion, visible revenue growth runway through Alkop and EV segments, and a confirmed order pipeline provide earnings visibility. Shareholders may see this as a growth-oriented update with multi-year targets and improving profitability.